Forensic & Disputes
Investigations led by a CPA and fraud examiner.
Tax, accounting & forensic accounting for mid-sized businesses
Numbers that hold up.
Led by a CPA and Certified Fraud Examiner. Serving companies nationwide.
The firm
Mid-sized companies outgrow their bookkeeper long before they need a national firm. We’re built for the years in between.
- Credentials
- CPA · Certified Fraud Examiner
- Licensed
- Illinois & U.S. Virgin Islands
- Experience
- More than 30 years
- Coverage
- Clients nationwide, remote-first
What we do
Three practices. One standard.
Who leads your work
Rodd Goldman
Managing Partner · CPA · Certified Fraud Examiner
More than 30 years of financial and tax experience. Licensed as a CPA in Illinois and the U.S. Virgin Islands, Rodd leads every forensic engagement personally.
Book time with Rodd
Forensic & Disputes
When something doesn’t add up.
Missing cash. A vendor nobody can explain. A partner dispute headed to court. Our investigations are led by a CPA who is also a Certified Fraud Examiner.
- 1
Scope
Define the question, confidentially.
- 2
Preserve
Secure the records before anyone is alerted.
- 3
Trace
Follow every transaction to its source.
- 4
Interview
Talk to the people, guided by the documents.
- 5
Report
Findings that hold up to counsel and insurers.
Insights
Practical thinking for owners.
The warning signs of employee fraud, and your first 48 hours
The behavioral and transactional red flags of employee fraud, and what to do (and not do) in the first two days after you suspect it.
S corporation or C corporation? Rethinking the choice as you grow
How S corporations and C corporations are taxed, how owners get paid, and why the right entity choice can change as a business grows.
What a real month-end close looks like for a growing company
A month-end close is more than a categorized bank feed. What a real close includes, the warning signs, and how to put it on a schedule.
Who we serve
Operating businesses with real complexity.
Owner-led companies that have outgrown doing it themselves.
Industries we serve
Talk to a partner.
A short call to see whether we’re the right fit. No obligation.